AI Customer Success Partner

Skills
Software As A ServiceAccount ManagementAdoptionBriefsDashboardsEnglishProduct Marketing
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5-7 years of experience in Customer Success, Account Management, or Consulting
  • Hands-on experience using AI tools and building AI agents or workflows to automate customer engagement
  • Experience driving retention across a high-volume account portfolio with GRR and NRR focus
  • Experience working with digital banking providers, SaaS software providers, or financial institutions
  • Comfort building and managing a large portfolio of accounts through automated, tech-touch engagement
  • Strong understanding of digital banking, personalization, AI, or data-driven platforms
  • Experience with enterprise SaaS delivery models
  • Ability to work in a dynamic, fast-paced environment
  • Customer-first mindset with the ability to balance scale and personalization
  • Ability to travel up to 20%
  • University degree or higher required
  • Fluent in English
  • US based

Nice to have

  • Spanish speaking
  • Partner/reseller channel experience

Day to day

  • Own a scaled portfolio of North America accounts and build proactive relationships through a digital-first cadence
  • Drive adoption, retention, and measurable customer outcomes using AI-triggered check-ins, health alerts, usage reporting, and digital QBRs
  • Collaborate across Product, Engineering, Support, Sales, and Partnerships to resolve issues, surface feedback, and support renewals and expansion